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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,835 | $106,864-90.8% | $147,318-93.3% | $82,637-88.1% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 26.73% | 27.49%-0.8pp | 70.43%-43.7pp | 53.51%-26.8pp |
| Employer contribution / active EE | $1,395 | $3,417-59.2% | $4,593-69.6% | $2,552-45.3% |
| Participant deferral / active EE | $2,056 | $6,496-68.3% | $7,906-74.0% | $4,126-50.2% |
| Admin fee / account holder | $485 | $8,415-94.2% | $13,708-96.5% | $7,339-93.4% |